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iShares Short-Term National Muni Bond ETF
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Overview Fund Activity

826 hedge funds and large institutions have $7.73B invested in iShares Short-Term National Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 345 increasing their positions, 249 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
826
Holders Change
+66
Holders Change %
+8.68%
% of All Funds
10.99%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.36%
New
122
Increased
345
Reduced
249
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$72.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$28.6M
3
Citigroup
Citigroup
New York
+$20.4M
4
LPL Financial
LPL Financial
California
+$18.7M
5
EP
Essential Planning
New Hampshire
+$17.6M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$54.6M
2
CWM
CIBC World Markets
New York
-$54.3M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$48M
4
Renaissance Technologies
Renaissance Technologies
New York
-$17.8M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$16.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LG
576
LaFleur & Godfrey
Michigan
$447K – – –
PIMG
577
Patriot Investment Management Group
Tennessee
$443K +$120K +1,142 +37%
EWA
578
Elevate Wealth Advisory
Georgia
$442K +$37.2K +353 +9%
CAG
579
Csenge Advisory Group
Florida
$440K +$121K +1,147 +38%
MA
580
Mezzasalma Advisors
New Jersey
$440K +$440K +4,172 New
TW
581
Traveka Wealth
California
$437K +$6.54K +62 +2%
WB
582
WesBanco Bank
West Virginia
$436K +$436K +4,132 New
WFPG
583
Waller Financial Planning Group
Ohio
$434K +$3.16K +30 +0.7%
NAM
584
NorthCrest Asset Manangement
Minnesota
$430K -$8.76K -83 -2%
WTC
585
WhitTier Trust Company
Nevada
$427K +$4.01K +38 +0.9%
CC
586
Capstone Capital
Nevada
$426K -$9.39K -89 -2%
IPA
587
Investment Planning Advisors
Georgia
$426K -$35.7K -338 -8%
SIS
588
Strategic Investment Solutions
Illinois
$425K +$60.8K +577 +17%
HWA
589
HCR Wealth Advisors
California
$422K – – –
WPW
590
Waldron Private Wealth
Pennsylvania
$420K -$125K -1,185 -23%
FHA
591
Flagship Harbor Advisors
Massachusetts
$420K +$126K +1,199 +43%
VWM
592
Venturi Wealth Management
Texas
$415K +$14.7K +139 +4%
CWM
593
Centurion Wealth Management
Virginia
$411K +$2.32K +22 +0.6%
RRCM
594
Rappaport Reiches Capital Management
Illinois
$410K – – –
DAS
595
Diversify Advisory Services
Utah
$409K -$18.9K -179 -4%
SC
596
Savant Capital
Illinois
$407K -$1.17M -11,073 -74%
AWM
597
Axxcess Wealth Management
California
$406K +$25.9K +246 +7%
RFP
598
Root Financial Partners
California
$404K -$13K -123 -3%
TNA
599
True North Advisors
Texas
$403K +$403K +3,816 New
DWA
600
Delap Wealth Advisory
Oregon
$402K +$7.49K +71 +2%
22 23
24
25 26